Impax Ellevate Global Women’s Leadership Fund
Shareclass
Impax Ellevate Global Women's Ldr Instl (PXWIX)
Type
Open-end mutual fund
Manager
Gender equality score
62
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 28 out of 1,102 funds
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Groups
Categories
Gender balance in leadership and workforce
30/40
Equal compensation and work life balance
12/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Impax Ellevate Global Women’s Leadership Fund PXWIX
Environment
Social
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This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies - The Pax Ellevate Global Women's Index Fund invests in the highest rated companies in the world in advancing women's leadership, as rated by Impax Gender Analytics. Companies are ranked on multiple criteria of gender leadership, including: the representation of women on their board of directors, the representation of women in company management, woman CFO, woman CEO and whether the company is a signatory to the Women's Empowerment Principles . Across all of our Funds, Pax World also engages certain companies on diversity issues through our various shareholder advocacy initiatives, including proxy voting, shareholder resolutions, direct management dialogues and public policy initiatives, among others. More
US-SIF member fund managers: want to update your statement? Contact us
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Allianz SE0.34% of assets$2.49M invested
- 2. AstraZeneca PLC1.04% of assets$7.71M invested
- 3. Standard Chartered PLC1.08% of assets$8.01M invested
- 4. Yara International ASA0.9% of assets$6.64M invested
- 5. GSK PLC0.32% of assets$2.33M invested
- 6. Publicis Groupe SA0.97% of assets$7.14M invested
- 7. Westpac Banking Corp0.96% of assets$7.07M invested
- 8. L'Oreal SA0.31% of assets$2.32M invested
- 9. Aviva PLC0.32% of assets$2.38M invested
- 10. Procter & Gamble Co1.1% of assets$8.16M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Broadcom Inc2.28% of assets$16.86M invested
- 2. Ulta Beauty Inc0.76% of assets$5.64M invested
- 3. CDW Corp1.11% of assets$8.22M invested
- 4. The Walt Disney Co1.27% of assets$9.38M invested
- 5. NVIDIA Corp4.66% of assets$34.42M invested
- 6. Metso Corp0.87% of assets$6.39M invested
- 7. Veralto Corp0.92% of assets$6.77M invested
- 8. Apple Inc4.43% of assets$32.68M invested
- 9. Netflix Inc1.65% of assets$12.15M invested
- 10. Stantec Inc0.94% of assets$6.97M invested
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Financial performance
Performance data provided by
Find more financial data on PXWIX at Morningstar.com
Find more financial data on PXWIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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